We are live on ! Find out more
SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
CI
601
Cigna Investments
Connecticut
$2.85M -$971K -12,008 -26%
KWILP
602
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.83M +$2.72M +33,683 New
Rockefeller Capital Management
603
Rockefeller Capital Management
New York
$2.83M -$186K -2,303 -6%
SWM
604
Spire Wealth Management
Virginia
$2.82M +$1.06M +13,096 +64%
CC
605
Courier Capital
New York
$2.82M -$31K -383 -1%
PA
606
PFG Advisors
Arizona
$2.81M +$24.3K +300 +0.9%
PAM
607
Panagora Asset Management
Massachusetts
$2.8M -$1.04M -12,829 -28%
PFO
608
Pathstone Family Office
New Jersey
$2.79M +$407K +5,029 +18%
AC
609
Apogem Capital
New York
$2.78M
SLI
610
Sumitomo Life Insurance
Japan
$2.77M -$78.5K -970 -3%
IAS
611
Investment Advisory Services
Texas
$2.72M +$2.18K +27 +0.1%
MCA
612
Martin Capital Advisors
Texas
$2.72M +$2.62M +32,346 New
HG
613
Herbst Group
Connecticut
$2.72M +$2.61M +32,325 New
RSC
614
Red Spruce Capital
Pennsylvania
$2.69M -$49.7K -614 -2%
VIA
615
Vident Investment Advisory
Georgia
$2.69M +$223K +2,762 +9%
RFC
616
Regions Financial Corp
Alabama
$2.68M +$157K +1,944 +6%
PAM
617
Private Asset Management
California
$2.68M -$68.4K -845 -3%
PI
618
PineBridge Investments
New York
$2.67M +$2.46M +30,407 +2,259%
AP
619
Appleton Partners
Massachusetts
$2.65M -$127K -1,570 -5%
1WA
620
180 Wealth Advisors
Washington
$2.65M -$23.1K -285 -0.9%
BC
621
Bartlett & Co
Ohio
$2.64M +$21.1K +261 +0.8%
BCWM
622
Bartlett & Co Wealth Management
Ohio
$2.64M +$21.1K +261 +0.8%
SWP
623
Stratos Wealth Partners
Ohio
$2.63M +$217K +2,686 +9%
PWP
624
Private Wealth Partners
California
$2.62M +$337K +4,160 +15%
VanEck Associates
625
VanEck Associates
New York
$2.6M +$1.56M +19,319 +166%